TCI Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $249K | Buy |
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|
2025
Q2 | $232K | Buy |
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|
2025
Q1 | $241K | Sell |
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|
2024
Q4 | $240K | Sell |
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|
2024
Q3 | $282K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $256K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $283K | Sell |
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|
2023
Q1 | $286K | Buy |
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|
2022
Q4 | $147K | Buy |
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|
2022
Q3 | $128K | Buy |
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|
2022
Q2 | $98K | Buy |
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|
2022
Q1 | $108K | Buy |
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|
2021
Q4 | $103K | Buy |
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|
2021
Q3 | $93K | Buy |
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|
2021
Q2 | $95K | Buy |
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|
2021
Q1 | $91K | Buy |
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|
2020
Q4 | $80K | Buy |
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|
2020
Q3 | $68K | Buy |
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|
2020
Q2 | $64K | Sell |
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|
2020
Q1 | $197K | Buy |
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|
2019
Q4 | $73K | Buy |
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|
2019
Q3 | $67K | Sell |
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|
2019
Q2 | $80K | Buy |
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|
2019
Q1 | $79K | Sell |
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|
2018
Q4 | $105K | Buy |
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|
2018
Q3 | $79K | Sell |
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|
2018
Q2 | $78K | Buy |
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|
2018
Q1 | $73K | Buy |
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|
2017
Q4 | $19K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $5K | Sell |
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|
2017
Q1 | $11K | Sell |
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|
2016
Q4 | $22K | Hold |
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|
2016
Q3 | $21K | Hold |
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|
2016
Q2 | $21K | Buy |
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